Investment Insights
Long Short Equity 101
Investors are struggling like never before to achieve effective diversification, and the traditional 60/40 portfolio is…
Who is going to win the race for electric vehicles?
Investing in EV adoption by picking which car manufacturer will win is difficult. One thing is clear; every EV will…
The New Reality for Retirement
Troy Patton of The Archer Funds on Baby Boomers, tax efficiency, and the allocations retirees need in their nest eggs.…
Four Habits of Highly Successful Advisors
The wealth management industry is in a constant state of evolution, and the next five to seven years will see a pace of…
ROBO Global 2023 Trends Report
As we move into 2023 and beyond, we expect to see major technological trends continue to shift the way we experience…
Is Green Hydrogen a Net Zero Game Changer?
How the global race to net zero is driving investment into the low-carbon energy transition, and why green hydrogen…
Tax Efficiency with Active Investing
Is it possible for an actively managed fund to be tax efficient and still outperform the index?
Precious Metals’ Place in a Portfolio
Even though precious metals are one of the oldest financial instruments, they largely remain an underutilized and…
Why Investing is the Only (Realistic) Path to Solving Climate Change
Sustainable investing is an investment strategy that focuses on holding stock in companies that are building solutions…
In Times of Crisis, Recovery Rates Matter a Lot
In this brief QuickTake, we quantify how different recovery rates affect total returns during a heightened default…
The FEMA ETF and Worldwide Natural Disasters
Natural disasters are an unfortunate reality that can strike anywhere at any time. By the end of this century, the U.S.…
The Role of ETFs in a New Fixed Income Landscape
The 2022 State Street Global Advisors fixed income survey canvassed the views of major investors across the globe to…
Market Outlook
Watch Portfolio Manager Will Muggia at Westfield Capital Management discuss his outlook on the markets.
Practice Innovation Index
From Invesco: Introducing the Invesco Practice Innovation Index powered by Cerulli Associates: setting the benchmark…
The Model Practice
From Invesco: Benchmarking the attributes of the industry’s leading financial practices.
Translate Strong Corporate Culture into Investment Insights
From Harbor: It is often stated that people are a company’s most important asset but measures of corporate culture and…
Harbor Long-Term Growers ETF (WINN)
From Harbor: Active manager with decades of experience identifying companies with sustainable competitive advantages.
SPDR® ETFs Chart Pack
From State Street Global Advisors: Review key charts to help navigate the market.
Leveraging Commodities as an Inflation Hedge
From Harbor: Commodities are a broad but distinguishable asset class with returns that are largely independent of stock…
Commodity Futures & Inflation Protection
From Harbor: The threat of rising inflation is leading many investors to seek ways to protect their investments from…
Sustainable Packaging: Risks to the Plastic Value Chain
From MFS: In today’s complex markets, understanding opportunity and risk are critical to delivering long-term value.
Hope for the Best, Prepare for the Worst
From Swan Global Investments: COVID-19 created a global market crisis, reminding investors that market risk can strike…
The Problem with Behavioral Finance Advice
From Swan Global Investments: Despite the countless articles, research studies, and books published on behavioral…
Time to cash out or double-down?
From LTG Capital: An analysis of previous market shake-ups tells us that it’s not the time to sell—it’s time to……
A Multi-Year Value Cycle Beckons
From Wisdom Tree: It’s possible a new value cycle commenced in November 2021, reversing 14 years of woeful…
Powering Through the Small Cap Bear Market, Expecting Strong Fundamentals to Ultimately Prevail
From Calamos: “A valuation re-rating lower without a lot of teeth behind it.”
The Investment Case for Corporate Diversity
From Calamos: If you’d like a long, involved explanation of how Calamos Phineus Long/Short Fund (CPLIX) contributes to…
Can Your Long/Short Fund Do This? 3 Ways CPLIX Can Make a Difference in a Portfolio
From Calamos: If you’d like a long, involved explanation of how CPLIX contributes to a portfolio, we’re happy to…
The Inflationary Shock of the Russia-Ukraine Crisis
From Franklin Templeton: Russia’s invasion of Ukraine has already caused a tragic human toll. It also brings yet…
7 Things to Do in the Decade Before Retirement
From Franklin Templeton: Like a runner in a long-distance race, you’ve worked hard over many years to prepare for…
Bordeaux en primeur Report 2021
From Cult Wine Investment: With the world’s wine community once again able to gather in-person, Bordeaux en primeur…
How I came to love NFTs
From Bitwise: Admit it: The first time you heard about non-fundible tokens, or NFTs, you probably thought they were…
The Beginning of the Beginning: Byte, Atom, Gene
From Franklin Templeton: We are long-term thinkers by nature. The difficulty of a 2022 outlook, at least as it pertains…